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Wealth Enhancement Advisory Services’s
State Street Industrial Select Sector SPDR ETF
XLI
Stock Holding History
Wealth Enhancement Advisory Services’s Portfolio
XLI Stock Details
XLI Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$8.72M
Sell
69,443
-21,283
-23%
-$3.57M
0.02%
647
2025
Q4
$14.8M
Buy
90,726
+5,960
+7%
+$917K
0.02%
566
2025
Q3
$13.1M
Buy
84,766
+6,214
+8%
+$941K
0.02%
561
2025
Q2
$11.7M
Buy
78,552
+4,250
+6%
+$580K
0.02%
581
2025
Q1
$9.74M
Sell
74,302
-8,088
-10%
-$1.09M
0.02%
590
2024
Q4
$10.9M
Buy
82,390
+22,212
+37%
+$3.06M
0.02%
537
2024
Q3
$8.15M
Buy
60,178
+3,917
+7%
+$498K
0.02%
583
2024
Q2
$6.86M
Buy
56,261
+7,575
+16%
+$934K
0.02%
599
2024
Q1
$6.13M
Buy
48,686
+3,893
+9%
+$458K
0.02%
611
2023
Q4
$5.11M
Sell
44,793
-39,237
-47%
-$4.12M
0.01%
607
2023
Q3
$8.52M
Buy
84,030
+80,866
+2,556%
+$8.66M
0.03%
442
2023
Q2
$340K
Sell
3,164
-3,141
-50%
-$316K
﹤0.01%
409
2023
Q1
$638K
Sell
6,305
-377
-6%
-$37.9K
0.01%
365
2022
Q4
$669K
Sell
6,682
-41
-0.6%
-$3.9K
0.01%
257
2022
Q3
$573K
Buy
6,723
+680
+11%
+$62.6K
0.01%
271
2022
Q2
$531K
Buy
6,043
+940
+18%
+$88.6K
0.01%
276
2022
Q1
$521K
Sell
5,103
-24
-0.5%
-$2.44K
0.01%
271
2021
Q4
$517K
Sell
5,127
-338
-6%
-$35.1K
0.01%
253
2021
Q3
$570K
Buy
5,465
+1,631
+43%
+$168K
0.01%
246
2021
Q2
$394K
Buy
3,834
+465
+14%
+$47.6K
0.01%
244
2021
Q1
$336K
Buy
+3,369
New
+$309K
0.01%
238
Other funds holding XLI
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
MMH
Menora Mivtachim Holdings
Ramat Gan, Israel
$21.1B AUM
40.03%
1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings
Petach Tikva, Israel
$11.5B AUM
52.5%
1-Year Est. Return
Citigroup
New York
$157B AUM
32.99%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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